2025-04-08T13:28:29-04:00 2024-12-31 061012544 BENGTSON & SMITH PC 10 WATERSIDE DR STE 304 FARMINGTON CT 060323056 990PF 2024-01-01 061579138 THE JOSEPH N CAPALDO FOUNDATION JOSEPH A CAPALDO JOSE 2396932919 5490 NEAL ROAD FORT MYERS FL 33905 JOSEPH A CAPALDO TRUSTEE 2396932919 2025-04-15 true CHRISTINE SMITH P00462754 8606785160 2025-02-20 2024 2025-03-06 01:10:19Z X 93207 X X 898 898 1074 1074 2215 29015 1085 4187 3057 1700 1530 170 943 943 11 11 2654 2484 170 3600 3600 6254 2484 3770 -2067 573 3014 4387 4387 48361 44921 88820 51375 49308 93207 0 X 51375 49308 51375 49308 51375 49308 51375 -2067 49308 49308 1085 8 8 8 8 false false false false false false false true true CT true false false false false true N/A JOSEPH A CAPALDO 2396932919 5490 NEAL ROAD 5490 NEAL ROAD FORT MEYERS FL 33905 false false false false false false false false false false false false false false false false false false false false JOSEPH A CAPALDO 5490 NEAL RD FORT MEYERS FL 33905 TRUSTEE 000.00 0 0 0 HEIDI CAPALDO 5490 NEAL RD FORT MEYERS FL 33905 TRUSTEE 000.00 0 0 0 NONE NONE N/A 84888 3701 0 88589 88589 1329 87260 4363 4363 8 8 4355 4355 4355 3770 3770 4355 3370 3770 3370 400 3955 X KELSEY GRENDINSKI 23 HUNGERFORD AVE OAKSVILLE CT 06779 NONE INDIVIDUAL ASSISTANCE TO INDIGENT FAMILIES 700 LORI NICK PELOSI 619 GUERNSEY TOWN ROAD WATERTOWN CT 06795 NONE INDIVIDUAL ASSISTANCE TO INDIGENT FAMILIES 550 ANGELA RONAN STRAIN 35 CYNTHIA DRIVE FAIRFIELD CT 06824 NONE INDIVIDUAL ASSISTANCE TO INDIGIENT PEOPLE 550 LILLIAN SEAN HOPE 23 CLEARVIEW DRIVE BROOKFIELD CT 06804 NONE INDIVIDUAL ASSISTANCE TO INDIGIENT PEOPLE 550 HEATHER DWYER 138 ROYAL COACH LANE SOUTHBURY CT 06488 NONE INDIVIDUAL ASSISTANCE TO INDIGENT FAMILIES 450 MELISSA BRYAN PATTERSON 814 WEST BAY DRIVE WEST ISLIP NY 11795 NONE INDIVIDUAL ASSISTANCE TO INDIGENT FAMILLIES 800 3600 14 898 14 1074 14 1085 1130 3057 1130 4187 false false false false false false false false false false ACCOUNTING 1700 1530 170 RBC 320-11936 PURCHASE 5000 4998 2 RBC 320-11936 PURCHASE 3776 4313 -537 RBC 320-11936 PURCHASE 3206 1776 1430 RBC 320-11936 PURCHASE 7000 6914 86 RBC 320-11936 PURCHASE 1960 1955 5 RBC 320-11936 PURCHASE 6988 6844 144 AMERICAN FUNDS CAPITAL INCOME BLDR COHEN & STEERS RLTY DELAWARE VALUE FUND DELEWARE GROUP EQ FDS II DELWARE GROUP DODGE & COX INCOME DOUBLELINE FDX TR TOTAL RETURN ENERGY SELECT FIDELITY ADV INSIGHTS FINANCIAL SELECT FIRST EAGLE FUNDS OVERSEAS FPA FDS TR CRESCENT FUNDAMENTAL INVESTORS INC 6871 10486 HARRIS ASSOC INDUSTRIAL SELECT ISHARES CORE SMALLCAP 2632 8065 ISHARES MSCI EMERGING MKTS ISHARES RUSSELL 1000 GROWTH 1636 8032 ISHARES RUSSELL 1000 VALUE 2529 4443 ISHARES S&P SMALLCAP GROWTH 1579 7310 OAKMARK FUNDS SECTOR TECH SELECT SELECT SECTOR CONSUMER SELECT SECTOR INDUSTRIAL 1523 6983 SELECT SECTOR SPDR HEALTHCARE 4204 8254 SELECT SECTOR UTILITIES SELECT VANGUARD FTSE EURO VANGUARD INDEX FDS MIDCAP VANGUARD REIT VANGUARD WELLESLEY INC FD AMERICAN BALANCED FD SPDR GOLD TR VANGUARD SPECIALIZED FUNDS GOLDMAN SACHS 4065 4662 VANGUARD FIXED INCOME SELECT SECTOR SPDR TRUST 1532 11626 HARDING LOEVNER FUNDS INC NORTHEAST UTILS 4972 4996 UNITED STATES TREASURY NOTE UNITED STATES TREASURY NOTE ORIG AMERICAN BALANCED 2365 2821 WELLS FARGO CUSTOMERS BK MFS SER TR XVII 3041 2982 CUSTOMERS BK PHOENIXVILLE 4985 5044 ISHARES CORE S&P MID CAP 2987 3116 WELLS FARGO INVESTMENT FEES 943 943 FOREIGN TAXES ON DIVIDENDS 11 11